Act Wealth Management | Pilot Services

Pilot Services

We began working with crew-member families from major U.S. airlines in 1996. The Principals at ACT Wealth Management believe that building a client relationship starts with a face to face meeting, regardless of where you live. Below is a comprehensive list of services we provide to pilot families.

In-home, complimentary pre-retirement and post-retirement counseling

Review of Airline Retirement Medical Insurance, Defined Contribution, and Defined Benefit calculations

Early vs. normal retirement analysis

Complimentary portfolio analysis

Comprehensive investment proposal and fee schedule

Consolidated relationship overview

Consistent and proactive communication

Online account access

Monthly consolidated statements

Client web-based access to portfolio performance and asset allocation

Quarterly reviews

Annual financial modeling analysis

Beneficiary/family survival planning and assistance

Roth IRA conversion analysis

Age 70 1/2 distribution planning

Allen Office
900 West Bethany Drive
Suite 150
Allen, TX 75013
Phone(214) 618-2022
Toll-free(888) 392-9773
Fax(214) 919-4896

Raleigh Office
8601 Six Forks Road
Suite 400
Raleigh, NC 27615
Phone(919) 214-9066

Investment advisory services offered through ACT Wealth Management, LLC, a registered investment adviser.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please Contact Ray Tanner, Chief Compliance Officer, at 214-618-2022 and/or rtanner@actwm.com.

Pilot Services

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